Managed Services
Institutional grade advice solutions + superior XPLAN services
Ready to go advice framework
- Composer - advice framework
- Persona - fact finder
- FDS reporting solution
- Managed accounts solutions
Technical services delivered by experts
- Regular rates and threshold updates ensure your advice is always current
- A customisation program tailored to deliver your advice vision at exclusive member rates
The maintenance you need
- Continuous improvement program
- Stay current with XPLAN upgrades
Superior XPLAN support and training
- Expert advice and support
- Put our experts on your team
Benefits of the managed service
No development skills required
Take advantage of specialists who have already figured out the best and most efficient design.
Up and running immediately
Immediate productivity improvements. No need to wait months for a ground up build. Make the must have changes to suit your advice specialty.
Always up to date
Our XPLAN managed service keeps your XPLAN site up to date with rates, thresholds and any new XPLAN features. Get excited about upgrades!
Significantly cost effective
Less than 10% the cost of doing it yourself.
A managed service for every practice
Get started in 3 easy steps
Step 1
Deploy it
We use the latest XPLAN features and development techniques. Tried, tested and used by practices all over Australia.
Step 2
Use it
Avoid the headache of reinventing advice documents for XPLAN. Let us take care of the advice framework, while you take care of your clients.
Step 3
Expand it
For those who want more. All our solutions can be customised and expanded to meet any advice specialty or vision.
WhatsApp us